INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2019 to Q4 2025

Type / Class
Equity / Exchange Traded Funds
Symbol
RWK
Shares outstanding
7,958,846
Price per share
$126.46
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
5,605,928
Total reported value
$700,901,591
% of total 13F portfolios
0%
Share change
+958,850
Value change
+$120,373,097
Number of holders
117
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Fusion Family Wealth LLC 7.6% $57,088,374 527,424 Fusion Family Wealth LLC 30 Jun 2025
International City Management Association Retirement Corp 6.5% $64,667,125 517,325 International City Management Association Retirement Corp 18 Aug 2025

As of 30 Sep 2025, 117 institutional investors reported holding 5,605,928 shares of INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK). This represents 70% of the company’s total 7,958,846 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK) together control 63% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MORGAN STANLEY 11% 873,254 +1.3% 0.01% $109,165,600
LPL Financial LLC 7.4% 585,271 -1.8% 0.02% $73,164,673
AMERIPRISE FINANCIAL INC 7.2% 575,707 +456% 0.02% $71,958,379
Fusion Family Wealth LLC 6.5% 519,371 -0.53% 5.2% $64,926,512
VANTAGEPOINT INVESTMENT ADVISERS LLC 6.5% 517,325 0.53% $64,670,798
WELLS FARGO & COMPANY/MN 3.2% 253,610 -7.4% 0.01% $31,703,849
BANK OF AMERICA CORP /DE/ 3.2% 253,339 +44% 0% $31,669,904
OSAIC HOLDINGS, INC. 3% 240,151 +0.1% 0.04% $30,202,634
Resonant Capital Advisors, LLC 2% 159,095 -1.6% 1.2% $19,888,523
RVW Wealth, LLC 1.7% 136,439 -0.76% 1.3% $17,056,239
RAYMOND JAMES FINANCIAL INC 1.6% 129,802 +2.7% 0.01% $16,226,585
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1.5% 120,500 +3.8% 0.01% $15,063,660
UBS Group AG 1.1% 84,443 +4.8% 0% $10,556,219
COMMONWEALTH EQUITY SERVICES, LLC 0.93% 74,238 -17% 0.01% $9,281,000
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.84% 66,881 +3.3% 0.01% $8,306,498
ROYAL BANK OF CANADA 0.82% 65,171 -2% 0% $8,147,000
ENVESTNET ASSET MANAGEMENT INC 0.63% 50,045 +36% 0% $6,256,150
Ipsen Advisor Group LLC 0.57% 45,109 +0.94% 4.1% $5,639,044
EverSource Wealth Advisors, LLC 0.56% 44,928 0.22% $5,616,449
MML INVESTORS SERVICES, LLC 0.54% 42,767 +3.6% 0.01% $5,346,308
JONES FINANCIAL COMPANIES LLLP 0.52% 41,491 +26% 0% $5,203,001
NWAM LLC 0.5% 39,595 +91% 0.35% $4,928,373
Private Advisor Group, LLC 0.47% 37,593 -5.1% 0.02% $4,699,450
Marshall & Sterling Wealth Advisors Inc. 0.44% 35,170 +0.16% 2.8% $4,389,282
CWM, LLC 0.4% 31,925 +10333% 0.01% $3,991,000

Institutional Holders of INVESCO EXCHANGE-TRADED FUND TRUST - Exchange Traded Funds (RWK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 223,205 $28,547,669 -$778,366 $126.46 10
2025 Q3 5,605,928 $700,901,591 +$120,373,097 $125.01 117
2025 Q2 4,610,926 $539,441,106 -$21,822,871 $116.89 118
2025 Q1 4,789,398 $516,698,428 -$36,822,755 $107.88 116
2024 Q4 5,018,163 $583,192,613 +$16,203,857 $116.23 120
2024 Q3 4,728,407 $550,233,196 +$25,283,055 $116.32 108
2024 Q2 4,516,556 $495,829,379 +$61,656,108 $109.78 106
2024 Q1 3,921,479 $451,166,420 +$11,578,537 $115.10 105
2023 Q4 3,132,940 $329,030,114 +$14,600,374 $105.03 101
2023 Q3 3,543,144 $332,360,304 +$65,746,234 $93.83 88
2023 Q2 2,840,639 $272,959,674 -$16,844,594 $96.07 85
2023 Q1 3,022,505 $273,932,783 +$23,007,590 $90.62 80
2022 Q4 2,691,917 $231,143,889 +$6,135,315 $85.87 71
2022 Q3 2,631,500 $200,805,241 +$15,553,955 $74.40 70
2022 Q2 2,405,374 $188,370,281 +$6,160,509 $78.30 68
2022 Q1 2,312,136 $213,149,474 +$11,827,246 $92.18 76
2021 Q4 2,533,477 $239,835,174 -$9,613,400 $94.67 80
2021 Q3 2,584,371 $225,440,376 -$10,752,021 $87.24 67
2021 Q2 2,712,021 $239,732,742 +$21,427,885 $88.54 64
2021 Q1 2,470,953 $212,273,748 +$37,244,045 $86.03 67
2020 Q4 2,003,816 $142,479,533 -$4,470,063 $71.14 57
2020 Q3 1,946,145 $105,107,547 -$387,595 $54.01 45
2020 Q2 1,953,930 $100,535,780 -$21,493,718 $51.45 50
2020 Q1 2,410,653 $99,042,406 -$17,820,455 $41.10 47
2019 Q4 2,741,433 $178,048,701 -$7,611,152 $64.95 62
2019 Q3 2,702,580 $160,941,757 -$3,253,205 $59.54 56
2019 Q2 2,757,236 $167,995,200 +$167,981,236 $60.92 51